Summarise surveillance the lawyer has already collected
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- One row per recording or post the lawyer has put in the file. Columns are the date on the item, the source name, and the activity described in the lawyer's existing note, copied as written. Do not describe fault and do not look for more material.
- What the lawyer must review
- Federal Rule of Civil Procedure 26(b)(1) limits discovery to matter relevant to a claim or defense and proportional to the needs of the case. The table indexes what you already hold. Formal Opinion 512 requires you to review it before it is used. Model Rule 1.6 keeps it out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.